Fundsmith Equity Fund R EUR IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 21.80 | 1.52 | 24.09 | 16.60 | 20.32 | -13.09 | 10.18 | 9.61 |
+/- Category | 4.78 | 6.27 | -0.14 | -7.10 | 5.75 | 4.99 | -5.84 | -1.51 |
+/- Category Index | - | - | - | - | 2.25 | 5.89 | -12.12 | -6.47 |
% Rank in Category | 3 | 4 | 57 | 69 | 25 | 26 | 78 | 59 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.48 | 0.44 | 0.50 |
1 Week | -1.08 | -0.74 | -0.46 |
1 Month | -1.88 | -2.58 | -3.18 |
3 Months | -0.99 | -3.45 | -8.99 |
6 Months | 7.51 | -3.49 | -9.12 |
YTD | 7.11 | -2.90 | -9.90 |
1 Year | 11.54 | -5.78 | -14.62 |
3 Years Annualised | 2.68 | -0.09 | -4.85 |
5 Years Annualised | 7.02 | -1.45 | -4.62 |
10 Years Annualised | 14.24 | 3.22 | 0.83 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.75 | -0.12 | - | - |
2023 | 6.14 | 0.84 | -1.58 | 4.60 |
2022 | -9.24 | -8.11 | 1.00 | 3.18 |
2021 | 1.04 | 10.94 | 0.84 | 6.44 |
2020 | -7.50 | 15.14 | 5.51 | 3.76 |
2019 | 15.25 | 6.84 | 0.85 | -0.07 |
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